Salesforce

Salesforce: The Secret to Tracking User Adoption

How are you measuring user adoption in Salesforce? Can you use Google Analytics to do it? Good news – absolutely.

Picture it. The big moment has arrived. You’re so excited about rolling out Salesforce to your users. Months of hard work have been spent getting ready for this day, and you know your users are going to love the new features. You have every “t” crossed and “I” dotted. And then your boss asks you to simply prove that the user adoption of Salesforce has been successful. Not by anecdotes or by the numbers of records in a given object, but by how the users are interacting with Salesforce.

3 Common Ways to Strike Out
Such a simple question, but how? You might think:

  1. I can go to the “Storage Usage” link and see how many rows have been created for each object type, but that’s not what my boss wants. Strike 1.
  2. I can go to the “Login History” link, see how many logins have occurred and access an administrative report called “Users Logged in This Week,” but that’s not what my boss wants either. Strike 2.
  3. I already implemented the free ‘Salesforce Adoption Dashboards’ from the AppExchange, and although that’s great, it still is not what my boss wants. Strike 3.
Salesforce - Make Salesforce Stick
Make Salesforce Stick

To ensure your Salesforce implementation or migration goes as planned, our team of change management professionals discuss how to manage the transition process to ensure your team is ready, willing, and able to perform effectively in the new environment.

Get the Guide

Am I out? How do I figure out what objects and tabs within my Salesforce instance are being used by my users to prove that it’s been successful?

The Homerun: Integrating with Google Analytics
We’ve created an integration between Salesforce and Google Analytics that puts that information at your fingertips. The concept is similar to the free ‘Web Analytics’ AppExchange app, which will send certain data to Google Analytics for you. However, that free app has two problems:

  1. It’s based on a method of injecting the Javascript needed to call Google Analytics that is no longer supported by Salesforce.
  2. It does not segment the pages viewed or user’s settings in an easy-to-use manner.

Our team overcame these two limitations by using fully supported features of Home Page Components and Visualforce. This structure allows us to use the Javascript in a supported way to make calls to Google Analytics. Plus, we can customize the segmentation of the data, so it’s more meaningful to you as it becomes available in Google Analytics.

Yes! Now you can track which tabs, list views and objects your users are most frequently using – all within the power of the Google Analytics. And you’re the hero to your boss, which means we’ve done our job.

Want to learn more about how our software engineers can solve issues like this? Or need other creative solutions for your marketing goals? Bring us your challenges. We’re here to help.

About the Author

Terry loves the challenge of system integration. He has over 18 years of experience with software development, and is highly certified by Salesforce.

More from this Author

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Subscribe to the Weekly Blog Digest:

Sign Up
Categories